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Disclosery

Well Done, LLC: DFSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Well Done, LLC on DFSV, newest first. How the timeline and the estimate are built.

Well Done, LLC held 457,938 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 457,938 shares
    Change vs previous 13F -10,332 shares

    2.39% of the 13F portfolio, value $17,763,416.

    13F-HR 0001951757-26-001028 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 468,270 shares
    Change vs previous 13F +39,550 shares

    2.41% of the 13F portfolio, value $16,408,181.

    13F-HR 0001951757-26-000596 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 428,720 shares
    Change vs previous 13F -10,831 shares

    2.11% of the 13F portfolio, value $14,100,601.

    13F-HR 0001951757-26-000050 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 439,551 shares
    Change vs previous 13F +1,963 shares

    2.38% of the 13F portfolio, value $13,995,304.

    13F-HR 0001951757-25-001219 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 437,588 shares
    Change vs previous 13F +54,123 shares

    2.42% of the 13F portfolio, value $12,878,201.

    13F-HR 0001951757-25-000839 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 383,465 shares
    Change vs previous 13F +1,412 shares

    2.14% of the 13F portfolio, value $11,803,062.

    13F-HR 0001951757-25-000384 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 382,053 shares
    Change vs previous 13F 0 shares

    2.15% of the 13F portfolio, value $11,767,213.

    13F-HR 0001951757-25-000059 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 382,053 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $11,767,213.

    13F-HR 0001951757-24-001058 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).